Our services are reserved for those who require a higher level of professional service. Some of our clients include:
Business Owners and Entrepreneurs – As a business owner you need to focus on the things that make you successful. To protect and maximize the fruits of your labour we provide strategic advice that allows you to enjoy your success. We act as a quarterback to work with the professionals in your life (e.g. accountant, lawyer, etc.) to ensure that the advice you receive is complete and accurate. We specialize in strategies that help transfer wealth from your business to your family and help protect your achievements along the way.
Legal Professionals – As a legal professional you hold yourself to a high educational standard and you should expect the same from your financial advisory team. We are professionals in much more than just investment management. We can advise you on strategies that help you plan and protect your wealth today to ensure that your hard work produces the results you desire in the future. Financial planning, family trusts, and advanced insurance strategies are just a few of the areas we typically assist with.
Medical Professionals - We specialize in dealing with the complex financial needs of medical professionals. Exceptional service is a big part of how we work with medical professionals in their busy lives. Our expertise covers professional incorporation, income splitting, individual pension plans (IPP) as well as family trust and other advanced planning options.
High Net Worth Families – Managing and planning of assets is key to ensuring that multiple generations enjoy the success of your family for years to come. We take the time to understand your desires and work with the other professionals in your life to recommend and implement strategies. Some strategies may include a family trust, spousal loan, or insurance.
Contact AJ Weigel (416-842-9931) to arrange an initial consultation and find out if we’d be a good fit for you.
